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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,227 | $223,823-84.7% | $211,142-83.8% | $154,746-77.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.41% | 50.39%-38.0pp | 46.84%-34.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $5,610 | $6,787-17.3% | $6,442-12.9% | $4,379+28.1% |
| Participant deferral / active EE | $9,905 | $9,750+1.6% | $9,284+6.7% | $6,730+47.2% |
| Admin fee / account holder | $20,360 | $19,707+3.3% | $19,076+6.7% | $14,365+41.7% |